Greg
Greg

Reputation: 34818

how to create a Microsoft Access query that provides a default transaction type for those transactions not categorized?

How could I create a query that provides a default transaction type for those transactions not categorized?

So assuming I have:

Aim:

BUT:

Example

Transactions
1 XXXX   $100
2 YYY    $100
3 ZZZ    $100

Categories
1 aaa  
2 bbb
3 ccc
4 PersonalDefault

Transaction-Categories (i.e. allocation)
transID  catID       %
1           1        100%
2           2        50%


Query Output I'm After
transTitle  catTitle          AllocatedAmount
xxxx         aaaaa            $100
yyyyy        bbbbbb           $50
yyyyy        PersonalDefault  $50
zzzzz        PersonalDefault  $100

Upvotes: 0

Views: 189

Answers (1)

cha
cha

Reputation: 10411

This query will give you the desired result:

select a.transID, t.name as transname, a.catID, c.name as catname, t.amount * a.pc / 100 as amnt
from allocation a inner join transactions t on a.transID = t.id
inner join categories c on a.catID = c.id
union all 
select a.transID, t.name as transname, 4 as catID, 'PersonalDefault' as catname, t.amount * (100 - a.pc) / 100 as amnt
from allocation a inner join transactions t on a.transID = t.id
where a.pc < 100
union all
select t.id as transID, t.name as transname, 4 as catID, 'PersonalDefault' as catname, t.amount as amnt
from transactions t 
where t.id not in (select transID from allocation)

Check this SQL Fiddle (it is SQL Server, but should work in Access as well)

Upvotes: 1

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